Business Details
Trusted Tax and Accounting Services in Shelbyville, TN
At Bookkeeping Plus, we have dedicated over 25 years to delivering comprehensive financial solutions tailored to businesses and individuals. Our expertise spans bookkeeping, payroll management, tax preparation, and strategic tax planning, supported by a team of seasoned professionals including Enrolled Agents and specialists with decades of industry experience. We prioritize accuracy, compliance, and personalized service, ensuring clients meet deadlines while optimizing financial outcomes.Our commitment to continuous education and client-centric approaches establishes us as a trusted partner in financial management. By integrating meticulous attention to detail with modern tools, we streamline processes to help clients achieve long-term financial success.
Services
Bookkeeping Services
Payroll Management
Tax Preparation
Sales Tax Filing
Tax Planning
Highlights and features
- We offer over 25 years of experience in bookkeeping and tax services.
- Our team includes IRS-credentialed Enrolled Agents and seasoned professionals.
- We provide tailored financial solutions for businesses of all sizes.
- We guarantee accurate and timely tax and payroll filings.
- We prioritize personalized service with a commitment to client education.
Services
Bookkeeping Services
Our tiered bookkeeping packages include monthly expense tracking, account reconciliation, and annual tax planning. Designed for businesses of all sizes, we ensure accurate financial reporting and compliance with end-of-year filings. Clients submit records by the 15th of each month for timely processing.
Payroll Services
We handle payroll processing, tax deposits, and reporting for businesses with diverse needs. Options include direct deposit, W-2 preparation, and compliance support. Quarterly and enhanced packages offer HR assistance, garnishment handling, and multi-state tax filings for added flexibility.
Tax Preparation
We prepare and file individual and business tax returns, ensuring compliance with federal and state regulations. Our services include audit support, IRS representation, and strategic planning to minimize liabilities. Expertise spans corporate, nonprofit, and partnership tax requirements.
Sales Tax Filing
We manage sales tax returns for businesses with single or multiple locations. Services range from standard filings for low-volume operations to complex reporting for high-transaction clients. Submissions must be received by the 10th of each month for deadline compliance.
Tax Planning
Our tax planning services focus on minimizing liabilities and maximizing savings through proactive strategies. We offer personalized consultations to address business structures, deductions, and compliance requirements. Services include IRS audit representation and resolution of tax disputes.
People
Carla K. Ralston
President
With over 30 years in tax and accounting, Carla holds a BBA and MBA from MTSU. She has served as a Tax Auditor, Internal Auditor, and Senior Accountant, bringing deep expertise to Bookkeeping Plus.
Barbara Newsom
Tax Manager
Barbara oversees corporate and individual tax filings, ensuring compliance with federal and state regulations. She holds a BBA in Accounting from MTSU and has served as an Enrolled Agent since joining BKP in 2008.
Joan McCreary
Billing/Training Manager
Joan joined Bookkeeping Plus in 2015 and became an Enrolled Agent, managing billing and training. Her expertise ensures accurate tax solutions and efficient operational support for clients.
Kathy Storey
Payroll/Bookkeeping Manager
Kathy administers payroll and bookkeeping services, pursuing HR certification. She ensures precise client support and compliance, leveraging her BBA in Accounting and management experience.
Fritzi Solis-Lagunes
Tax Preparer
Fritzi provides bilingual tax support, holding a BBA in Accounting from MTSU. Her client-focused approach ensures accurate filings and personalized assistance for individuals and businesses.
Questions
What services does Bookkeeping Plus offer?
We provide bookkeeping, payroll management, tax preparation, sales tax filing, and tax planning services for businesses and individuals.
How can I submit documents for tax filing?
Clients can use our portal upload, drop-off, or schedule face-to-face appointments to submit documents for tax preparation.
Are your payroll services customizable?
Yes, we offer tiered payroll packages with options for direct deposit, garnishments, multi-state taxes, and HR support to suit business needs.
Do you handle multi-state tax compliance?
Yes, our enhanced payroll and tax services include compliance support for businesses operating across multiple states.
What are your office hours?
Our office is open Monday through Friday from 8:00 AM to 4:30 PM Central Time.
